CSI
CSI is a leading technology partner delivering innovative solutions and expert service.
Client Service Manager
Client Services RepresentativeClient ServicesFull TimeRemoteTeam 1,001-5,000Since 1965H1B SponsorCompany SiteLinkedIn
Location
United States
Posted
58 days ago
Salary
Not specified
Bachelor Degree7 yrs expEnglishSQL
Job Description
• Serve as the primary point of contact for clients, providing strategic guidance and ensuring program success
• Coordinate and manage the client analysis schedule to ensure timely reviews
• Create and deliver presentations using data from CSI’s internal warehouse and other sources
• Collaborate with internal teams to optimize implementation and project management processes
• Analyze data using statistical methods and translate findings into clear, actionable insights
• Participate in decisions related to data collection, study design, and methodology
• Test business applications to ensure system requirements are met
• Share knowledge and best practices with internal teams to enhance overall performance
Job Requirements
- Bachelor’s degree or equivalent experience
- 7+ years of business analysis experience, including at least 4 years in financial services
- Strong consultative and problem-solving skills with a focus on collaboration
- High attention to detail and a proactive, customer-first mindset
- Proficiency in tools such as R, SQL, Power BI, Excel, and PowerPoint
- Solid understanding of statistical methods and data interpretation
- Excellent communication and presentation skills, including executive presence
- Experience in B2B sales or fintech is a plus
- Banking industry experience is a bonus
- Strong project management capabilities
- Willingness and ability to travel up to 30%, including overnight trips
Benefits
- Comprehensive range of benefits
Related Guides
Related Categories
Related Job Pages
More Client Services Representative Jobs
Client Services Representative58 days ago
Full TimeRemoteTeam 10,001+Since 2021H1B Sponsor
Support role for operations and claims processing in textiles company
Payroll Client Services Specialist
RemoteThe easier way to employ globally. Remote builds belonging for your team with payroll, benefits, & compliance solutions.
Client Services Representative58 days ago
Full TimeRemoteTeam 501-1,000H1B Sponsor
Payroll Client Services Specialist at Remote managing payroll inquiries
Client Services Representative59 days ago
Full TimeRemoteTeam 51-200Since 2013H1B Sponsor
Client Services Operations Manager enhancing ticket buying experience at Tixr
Client Services Representative61 days ago
Full TimeRemoteTeam 501-1,000Since 1997H1B No Sponsor
Vice President of Client Services driving client engagement
Florida